Wealth Management Client Service Representative - Money Movement

Northern Trust Asset Management

Posted 8 days ago

Full Time

Chicago, Illinois

In Person

Smart Summary

Responsibilities

Process trust and banking money movement requests, including wires, ACH transactions, transfers, checks, deposits, and recurring instructions, accurately and in compliance with verification requirements. Meet service-level targets, communicate with internal partners, escalate unclear or risky requests, and contribute to team goals and continuous improvement.

Qualifications

You have experience executing financial transactions such as wires, ACHs, and transfers with a strong attention to detail and a commitment to meeting service level agreements. You are proficient in using financial systems and applications like Salesforce, Outlook, Excel, and Word, and you possess excellent communication and collaboration skills to work effectively with internal stakeholders.

Must Have Skills for ATS

Salesforce

Outlook

Excel

Word

ACH

Wires

Job Description

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.



Key Responsibilities

  • Execute trust and banking money movement requests accurately and efficiently, including but not limited to wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities
  • Review all requests thoroughly and process work in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices
  • Meet published service level agreements (SLAs) while maintaining strong attention to detail and minimal processing errors
  • Communicate clearly, professionally, and proactively with Front Office partners and internal stakeholders; provide status updates as needed until resolution
  • Escalate questions, risks, or unclear requirements appropriately to team consultants and leadership to ensure accurate execution

Training, Development & Knowledge

  • Complete all required organizational and business unit training by established deadlines
  • Demonstrate working knowledge of applicable standards, procedures, and operational updates. Acquired through on the job training.

Team & Business Contribution

  • Contribute positively to team and business unit goals through collaboration, accountability, and professionalism
  • Support Wealth Management initiatives and cross‑functional efforts as requested
  • Demonstrate consistent productivity, reliable attendance, and willingness to provide coverage or backup support when needed
  • Uphold service standards and contribute to a culture of quality, ownership, and continuous improvement

Technology & Systems Proficiency

  • Develops proficiency in required systems and applications. Acquired through on the job training.
  • Use provided applications (Salesforce, Outlook, Adobe, Excel, Word) effectively to support daily work
  • Stay current on system enhancements and apply them to improve efficiency and service quality

Salary Range:

$48,000 - 72,000 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.


Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.


Northern Trust Asset Management

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with US$1.4 trillion in assets under management as of March 31, 2026 we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. © 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.
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